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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,032 | $79,209+14.9% | $102,434-11.1% | $74,459+22.3% |
| Participation rate | 57.9% | 74.8%-16.8pp | 76.5%-18.6pp | 67.2%-9.3pp |
| Annual return | 9.37% | 54.98%-45.6pp | 29.46%-20.1pp | 1369.70%-1360.3pp |
| Employer contribution / active EE | $1,138 | $2,362-51.8% | $3,023-62.4% | $2,626-56.7% |
| Participant deferral / active EE | $3,677 | $4,417-16.8% | $5,055-27.3% | $4,350-15.5% |
| Admin fee / account holder | $6,558 | $2,002+227.6% | $9,462-30.7% | $1,945+237.2% |